iShares Morningstar Small-Cap Value ETF
ISCV
ISCV
118 hedge funds and large institutions have $298M invested in iShares Morningstar Small-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 41 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
3.87% more ownership
Funds ownership: 50.83% → 54.71% (+3.9%)
32% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 41
Holders
118
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$32.7M | |
| 2 | +$3.35M | |
| 3 | +$3.3M | |
| 4 |
BDF
Black Diamond Financial
Towson,
Maryland
|
+$2.33M |
| 5 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$2.25M |
Top Sellers
| 1 | -$2.72M | |
| 2 | -$2.49M | |
| 3 | -$1.81M | |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
-$1.3M |
| 5 |
LPL Financial
San Diego,
California
|
-$1.19M |
